Estate Planning
FDP can help implement and fund strategies for wealth transfer, protection, and generating ongoing income including:

Irrevocable Life Insurance Trust (ILIT)

Spousal Lifetime Access Trust (SLAT)

Intentionally Defective Grantor Trust (IDGT)

Family Limited Partnerships (FLP) or Family Limited Liability Company (LLC)

Generation-Skipping Trust (GST)

Charitable Remainder Trust (CRT)

Wealth Replacement Trusts (WRT)

Grantor Retained Annuity Trust (GRAT)

Looping in Your Spouse

Will your spouse know how to manage wealth without it going down the drain?

It’s no secret that couples often have different views about spending and saving. Instead of making those differences a point of friction for you to settle on your own, we artfully make them part of the planning process.

Your Chief Prosperity Officer has the unique skills and experience to facilitate the most-in depth financial conversation you and your spouse will ever have. This ensures your spouse can fully appreciate all that you’ve set up on his/her behalf.

For surviving spouses, your CPO can serve as a sentinel over your wealth, stepping in to help them: